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Library Tech Update
Marshall Breeding
Independent Consultant, Author,
Founder and Publisher, Library Technology
Guides
http://www.librarytechnology.org/
http://twitter.com/mbreeding
February 19, 2015 Future Tech Strategies for Libraries
Platforms and Discovery
Library Technology Guides
Library Technology Industry
Reports
 2014: Strategic
Competition and
Cooperation
 2013: Rush to Innovate
 2012: Agents of Change
 2011: New Frontier
 2010: New Models, Core Systems
 2009: Investing in the Future
 2008: Opportunity out of turmoil
 2007: An industry redefined
 2006: Reshuffling the deck
 2005: Gradual evolution
 2004: Migration down, innovation up
 2003: The competition heats up
 2002: Capturing the migrating
customer
American Libraries Library Journal
Library Systems Report 2014
Evolution of Resource
Management
Fragmented Resource
Management
 Integrated Library System for management of (mostly) print
 Duplicative financial systems between library and university
 Electronic Resource Management
 E-Resource knowledge base and Link Resolver
 A-Z e-journal lists and other finding aids
 Interlibrary loan (borrowing and lending)
 Digital Collections Management platforms (CONTENTdm,
DigiTool, etc.)
 Separate systems for archival materials and special
collections
 Discovery-layer services for broader access to library
collections
 No effective integration services / interoperability among
disconnected systems, non-aligned metadata schemes
Cycles of fragmentation >
unification
 Early Phase: Modular automation
 Integrated Library Systems
 Proliferation of systems to manage electronic
resources and digital collections
 Current unification phase: library services
platforms bring together print and electronic
resource management
 Next phase? Bring archival and digital assets
under common management platform
Integrated (for print) Library
System
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User Vendor Policies
$$$
Funds
Cataloging Acquisitions Serials Online
Catalog
Public Interfaces:
Interfaces
Business
Logic
Data
Stores
LMS / ERM: Fragmented Model
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User Vendor Policies
$$$
Funds
CatalogingAcquisitionsSerials Online
Catalog
Public Interfaces:
Application Programming Interfaces
`
License
Management
License
Terms
E-resource
Procurement
Vendors
E-Journal
Titles
Protocols: CORE
Common approach for ERM
Circulation
BIB
Staff Interfaces:
Holding
/ Items
Circ
Transact
User Vendor Policies
$$$
Funds
CatalogingAcquisitionsSerials Online
Catalog
Public Interfaces:
Application Programming Interfaces
Budget License Terms
Titles / Holdings
Vendors
Access Details
Ongoing gaps in Library
Technology Infrastructure
 Almost no systematic automation support for
references and research services
 Customer Relationship Management?
 Resource sharing / Interlibrary loan
management
 Archives and Special Collections
Current Flagship Products
 SirsiDynix Symphony
 BLUEcloud Suite
 Sierra (Innovative Interfaces)
 Polaris (Innovative Interfaces)
 Virtua (Innovative Interfaces)
 Library.Solution (The Library Corporation)
 V-smart (Infor)
 Apollo (Biblionix)
 Evergreen (Open source)
 Koha (Open Source)
Resource Management Models
Category Integrated Library
System
Progressive
integrated library
System
Library Services
Platform
Resources managed Physical Print, electronic Electronic, Physical
Technology platform Server-based Server-based Multi-tenant SaaS
Knowledgebases None None e-holdings,
bibliographic
Patron interfaces Browser-based Browser-based Browser-based
Staff interfaces Graphical Desktop
(Java Swing,
Windows, Mac OS)
Browser-based Browser-based
Procurement models Purchase Purchase, license license
Hosting option Local install, ASP Local install, ASP Saas Only
Interoperability Batch transfer,
proprietary API
Batch transfer,
RESTful APIs,
APIs (mostly RESTful)
Products SirsiDynix Symphony,
Millennium, Polaris
Sierra, SirsiDynix
Symphony/BLUEcloud,
Polaris, Apollo
WorldShare
Management Services,
Alma, ProQuest Intota,
Comprehensive Resource
Management
 Simplify resource management through
platform consolidation
 ILS + ERM + OpenURL Resolver + Digital
Asset management, etc. very inefficient model
 Consolidation requires a flexible platform
capable of managing multiple type of library
materials, multiple metadata formats, with
appropriate workflows
Library Services Platform
 Library-specific software. Technical infrastructure to
help libraries automate their internal operations,
manage collections, fulfillment requests, and deliver
services
 Services
 Services-oriented architecture
 Exposes Web services and other API’s
 Facilitates the services libraries offer to their users
 Platform
 General infrastructure for library automation
 Consistent with the concept of Platform as a Service
 Library programmers address the APIs of the platform to
extend functionality, create connections with other
systems, dynamically interact with data
Library Services Platforms –
Functional
 Manages electronic and print formats of
materials
 Replaces multiple incumbent products
 Extensive Metadata Management
 Multiple procurement workflows
 Knowledgebases
 Built-in collection analytics
 Decision support for collection development
Knowledge bases
 Electronic Resource Management based on
collective database of the body of e-content rather
than library-by-library management
 LSP extends knowledge base model to all
resources
 Make links or associations from local holdings to
common bibliographic records
 WorldShare Management Services – based on
WorldCat Bibliographic records
 Ex Libris Alma – includes Community Zone of shared
records and resources
 Intota: expanded knowledge base that includes
MARC and other resources
Support for BIBFRAME
 New bibliographic framework based on mapping
MARC concepts and data into linked data model
 No direct support for BIBFRAME in either
integrated library systems or library services
platforms
 Developers are involved in BIBFRAME initiative
 Operational implementations will come once the
model has stabilized
 Current phase of experimental projects and
prototypes
 Applies differently to discovery versus resource
management
Library Services Platforms –
Technical
 Beyond Client/Server Computing
 Multi-tenant platforms
 Web-based interfaces
 Services-oriented architecture
 Exposes APIs for extensibility and
interoperability
 Interoperable
Consolidatedindex
Unified Presentation LayerSearch:
Digital
Coll
ProQue
st
EBSCO
…
JSTOR
Other
Resourc
es
New Library Management
Model
`
API Layer
Library
Services
Platform
Learning
Managemen
t
Enterprise
Resource
Planning
Stock
Managemen
t
Self-Check /
Automated
Return
Authenticati
on
Service
Smart Cad /
Payment
systems
Cycle of adoption and
deployment
 Beginning of a new cycle of transition that will
last a decade
 Development and beta phase complete
 Now in mass deployment phase
 Over the course of the next decade, academic
libraries will replace their current legacy
products with new platforms
 Not just a change of technology but a
substantial change in the ways that libraries
manage their resources and deliver their
services
Development Timeline
http://librarytechnology.org/chron/libraryservicesplatforms.pl
Library Services Platform
Installations
Production installations as of December
2014
Product Installation
s
Sales
Alma 150 370
WorldShare Management Services 270 340
Kuali OLE 2 10
Intota 0 21
Sierra 495 560
Total 917 1316
The Evolution of Library
Resource Discovery
Online Catalog
 Books, Journals, and
Media at the Title
Level
 Not in scope:
 Articles
 Book Chapters
 Digital objects
 Web site content
 Etc.
Scope of Search
Search:
Search Results
ILS Data
Demise of the local catalog
 Many library services platforms do not include
the concept of an online catalog dedicated to
local physical inventory
 Designed for discovery services as public-
facing interface
 Implication: Discovery service must
incorporate detailed functionality for local
materials and related services
Web-scale Index-based Discovery
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
…
E-Journals
Reference
Sources
Search Results
Pre-built harvesting
and indexing
ConsolidatedIndex
ILS Data
Aggregated
Content
packages
Usage-
generated
Data
Customer
Profile
Open
Access
Bento Box Discovery Model
Search:
Digital
Collections
Web Site
Content
Institutional
Repositorie
s
E-Journals
Search Results
Pre-built harvesting
and indexingConsolidatedIndex
ILS Data
Aggregated
Content
packages
Open
Access
VuFind /
Blacklight
Library Web Presence
Integrated Library
System
Library
Web site
Subject
Guides
Article, Databases,
E-Book collections
Public Interfaces:
Presentation Layer
Library Perspective
 Strategic investments in subscriptions
 Strategic investments in Discovery Solutions to
provide access to their collections
 Expect comprehensive representation of
resources in discovery indexes
 Problem with access to resources not represented in
index
 Encourage all publishers to participate and to lower
thresholds of technical involvement and clarify the
business rules associated with involvement
 Need to be able to evaluate the coverage and
performance of competing index-based discovery
products
Challenge for Relevancy
 Technically feasible to index hundreds of
millions or billions of records through Lucene
or SOLR
 Difficult to order records in ways that make
sense
 Expectation that relevancy be neutral relative
to content source or publisher
 Many fairly equivalent candidates returned for
any given query
 Must rely on use-based and social factors to
improve relevancy rankings
Socially-powered discovery
 Leverage use data to increase effectiveness of
discovery
 Usage data can identify important or popular
materials to inform relevancy engines
 Identify related materials that may not
otherwise be uncovered through keyword
matching
 Be careful to avoid introducing bias loops
Management + Discovery?
 Discovery and Management solutions will
increasingly be implemented as matched sets
 Ex Libris: Primo / Alma
 ProQuest: Summon / Intota
 OCLC: WorldCat Discovery Service / WorldShare
Platform
 Except: Kuali OLE,
 EBSCO Discovery Service: Works with any Resource
management system
 Both depend on an ecosystem of interrelated
knowledge bases
 API’s exposed to mix and match, but efficiencies
and synergies are lost
Discovery Strategy Options
 Integrated suite: discovery and management
systems from the same provider
 Open source discovery + Library Services
Platform
 VuFind or Blacklight
 Discovery layer + ERM with separate ILS for
print collection
Fully Integrated Strategy
 Library services Platform
 Index-based discovery service
 Integrated link resolution
 Shared e-resource knowledgebase
 Analytics available from back-end and
discovery perspective
Split Management / Discovery
Strategy
 Library Services Platform for management of print and
electronic resources
 Separate index-based discovery
 Knowledge base probably provided through Library
Services Platform
 Link Resolution separate from Discovery: how to
perform smart linking?
 Export and sync resource records from management
to discovery service
 API look-ups for resource availability and status
 Patron profile and services request split between
discovery and resource management components
Business issues
 Preferred pricing for product suites
 Simplified pathways of support
 Implementation and ongoing maintenance of
integration layer components and processes
Open source and Open Access
 Open source development of platform services
 Open source infrastructure components
 Open APIs to expose platform services
 Knowledge base components
 Open access
 Community maintained
 Adequately resourced
Open Systems
 Achieving openness has risen as the key driver
behind library technology strategies
 Libraries need to do more with their data
 Ability to improve customer experience and
operational efficiencies
 Demand for Interoperability
 Open source – full access to internal program of
the application
 Open API’s – expose programmatic interfaces to
data and functionality
Open Source Automation
Systems
 Koha
 smaller public and academic libraries
 Used for some consortia (SKLS)
 Evergreen
 Designed for Library Consortia
 Kuali OLE
 Designed for large research libraries
Company and Product
Perspectives
Library Services Platforms
Category WorldShare
Managemen
t Services
Alma Intota Sierra
Services
Platform
Kuali OLE
Responsible
Organization
OCLC. Ex Libris Serials
Solutions
Innovative
Interfaces,
Inc
Kuali Foundation
Key precepts Global
network-level
approach to
management
and discovery.
Consolidate
workflows,
unified
manageme
nt: print,
electronic,
digital;
Hybrid data
model
Knowledgeb
ase driven.
Pure multi-
tenant SaaS
Service-
oriented
architecture
Technology
uplift for
Millennium
ILS. More
open source
components,
consolidated
modules and
workflows
Manage library
resources in a
format agnostic
approach.
Integration into the
broader academic
enterprise
infrastructure
Development Schedule
WorldShare
Management
Services
Alma Intota Sierra
Services
Platform
Kuali OLE
General
Release in
July 2011
~200 now in
production
First ARL
member in
production in
June 2014
329 libraries
have signed
for Alma.
Over 250 in
production
Libraries
expected to be
in production
by late 2015
early to late
2016
336 contracts
completed,
495libraries in
production
Version 1.0
released Dec 2013
Version 2.0
underway
Summer 2014
implementations at
University of
Chicago and
Lehigh University
OCLC
 Non-profit corporation based in Dublin Ohio
 $203.5 million revenue 2011/12 fiscal year
 Owned and Governed by membership: Board
of Trustees, Global and Regional Councils
 Pending lawsuit between SkyRiver /
Innovative vs OCLC (in limbo since April 2011)
 Annual Reports available:

http://www.oclc.org/news/publications/annualrepo
rts/2012/2012.pdf
OCLC Product Strategy
 Leverage WorldCat to power both discovery
and management
 Leverage values of broad-based resource
sharing
 Leverage concept of global library community
WorldShare Platform
 Basis of new suite of management tools for
libraries
 WorldShare Management Services: displaces
basic ILS
 WorldShare License Manager: Displaces ERM
 WorldShare Metadata Management:
 Initial offering involves e-book sets
 WorldShare Interlibrary Loan
WorldShare implementations by
Size
WorldShare Management Services
by Type
Ex Libris
 Positioned to be the largest company in the
industry
 Formidable competition for Academic Libraries
 Global marketing strength
 Europe, Asia, North America
 Latin American distributor
 Longstanding business strategy based on
research and development
 170 personnel in development out of 512
Ex Libris Product Strategy
 Legacy ILS remain viable and profitable
 Aleph – Many national and large research library
installations
 Voyager – Many national and academic research
 Customer base seeing some erosion to competing
systems
 Alma developed as replacement for Aleph,
Voyager and to attract new academic clients
 Academic libraries running non-specialized ILS
targets for Alma
Alma
 Developed specifically for Academic Libraries
 Replaces all other strategic infrastructure
systems
 ILS + Link Resolver + Digital Asset Management
+ ERM
 Paired with Primo and Primo Central
 Over 120 institutions signed so far
Community Catalog /
knowledgebases
 Ex Libris has invested in the content resources
needed to drive technology products
 SFX Global Knowledgebase: Developed and
maintained by Ex Libris
 See: Knowledge Base and Link Resolver Study
http://www.kb.se/dokument/Knowledgebase_linkresolver
_study.pdf
 A core component of Alma
 Bibliographic database component: MARC
records available from LC, Harvard, national
libraries, Alma implementers.
Eventual product consolidation
 Alma for resource management
 Eventual transition of Voyager and Aleph
 Immediate transition of Verde
 SFX
 DigiTool for digital collections
 Primo / Primo Central for Discovery
 Rosetta for Preservation
 Possible integration into Alma?
Alma – Implementations by
Type
Alma – Implementations by
Size
Primo / Primo Central
 Very specialized discovery tool for academic
libraries
 Local installation or hosted
 Libraries load and index local content through
customizable pipes
 Customized display and indexing policies
Primo Central Index
 Hosted index of library content resources
 Articles, book chapters, e-book collections,
specialized research products
 Ex Libris established strong publisher relations
going back to OpenURL
Innovative Interfaces
 Continuity of history and product development
 Sierra: New Library Services Platform +
mature functionality
 Encore: Discovery interface
 Synergy: Federated search approach to article
content
 EDS Integration: upcoming index-based
discovery
Sierra implementations by Type
Sierra implementations by Size
Sierra selections by Year
Kuali OLE
 Enterprise level library services platform
 Financial and in-kind contributions from
investing institutions
 Matched by the Andrew W. Mellon Foundation
 Major academic libraries in the US involved as
original investing partners
 UK: Senate House Library + Bloomsbury
Colleges now committed in principal
ProQuest
 Focus on Academic Libraries
 Summon: first Web-scale Discovery Service
 Intota: Planned Library Services Platform
ProQuest Strategies
 Focus on multi-tenant software as a service
 Knowledge-base driven products
 KnowledgeWorks: drives 360 Core, 360 Resource
Manger, 360 Link
 Expanded KB will drive Intota
 Summon+ 360 Products will drive Intota sales
to displace legacy ILS
 Intota functionality: less complex approach
than ILS model
Intota Development Timeline
Jun 24, 2014
ProQuest releases foundation version of
Intota, providing management of electronic
resources.
Nov 21, 2013
Initial version of Intota Assessment
launched by ProQuest.
Jun 22, 2011
Serials Solutions announces strategy to
build Web-Scale management solution,
later branded as Intota.
Intota Components
 Summon (no patron account)
 Intota Analytics
 360 Link
 360 Resource Manager > Intota ERM
 ProQuest Flow: provides user account
capability
 Intota v2 – includes print resource
management
Evergreen
Evergreen
 Popular system for state funded initiatives
 Georgia Pines
 Virginia Evergreen
 Indiana Evergreen
 Pennsylvania Integrated Library System:
SPARKS
 Massachusetts: CW/MARS, Bibliomation,
Merimack
 British Columbia SITKA
 North Carolina Cardinal
 Vermont: new Catamount project
Evergreen implementations by
Type
Koha
Koha
 Traditional ILS developed in Open Source
model
 Perl / MySQL / Linux
 Problems with scaleability
 Apache SOLR, Plack added recently
 New US contracts going mostly to smaller
public and academics
Koha
 Traditional ILS developed in Open Source
model
 Perl / MySQL / Linux
 Problems with scaleability
 Apache SOLR, Plack added recently
 New US contracts going mostly to smaller
public and academics
Koha Worldwide
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2015 02 19 platforms and discovery

  • 1. Library Tech Update Marshall Breeding Independent Consultant, Author, Founder and Publisher, Library Technology Guides http://www.librarytechnology.org/ http://twitter.com/mbreeding February 19, 2015 Future Tech Strategies for Libraries Platforms and Discovery
  • 3. Library Technology Industry Reports  2014: Strategic Competition and Cooperation  2013: Rush to Innovate  2012: Agents of Change  2011: New Frontier  2010: New Models, Core Systems  2009: Investing in the Future  2008: Opportunity out of turmoil  2007: An industry redefined  2006: Reshuffling the deck  2005: Gradual evolution  2004: Migration down, innovation up  2003: The competition heats up  2002: Capturing the migrating customer American Libraries Library Journal
  • 6. Fragmented Resource Management  Integrated Library System for management of (mostly) print  Duplicative financial systems between library and university  Electronic Resource Management  E-Resource knowledge base and Link Resolver  A-Z e-journal lists and other finding aids  Interlibrary loan (borrowing and lending)  Digital Collections Management platforms (CONTENTdm, DigiTool, etc.)  Separate systems for archival materials and special collections  Discovery-layer services for broader access to library collections  No effective integration services / interoperability among disconnected systems, non-aligned metadata schemes
  • 7. Cycles of fragmentation > unification  Early Phase: Modular automation  Integrated Library Systems  Proliferation of systems to manage electronic resources and digital collections  Current unification phase: library services platforms bring together print and electronic resource management  Next phase? Bring archival and digital assets under common management platform
  • 8. Integrated (for print) Library System Circulation BIB Staff Interfaces: Holding / Items Circ Transact User Vendor Policies $$$ Funds Cataloging Acquisitions Serials Online Catalog Public Interfaces: Interfaces Business Logic Data Stores
  • 9. LMS / ERM: Fragmented Model Circulation BIB Staff Interfaces: Holding / Items Circ Transact User Vendor Policies $$$ Funds CatalogingAcquisitionsSerials Online Catalog Public Interfaces: Application Programming Interfaces ` License Management License Terms E-resource Procurement Vendors E-Journal Titles Protocols: CORE
  • 10. Common approach for ERM Circulation BIB Staff Interfaces: Holding / Items Circ Transact User Vendor Policies $$$ Funds CatalogingAcquisitionsSerials Online Catalog Public Interfaces: Application Programming Interfaces Budget License Terms Titles / Holdings Vendors Access Details
  • 11. Ongoing gaps in Library Technology Infrastructure  Almost no systematic automation support for references and research services  Customer Relationship Management?  Resource sharing / Interlibrary loan management  Archives and Special Collections
  • 12. Current Flagship Products  SirsiDynix Symphony  BLUEcloud Suite  Sierra (Innovative Interfaces)  Polaris (Innovative Interfaces)  Virtua (Innovative Interfaces)  Library.Solution (The Library Corporation)  V-smart (Infor)  Apollo (Biblionix)  Evergreen (Open source)  Koha (Open Source)
  • 13. Resource Management Models Category Integrated Library System Progressive integrated library System Library Services Platform Resources managed Physical Print, electronic Electronic, Physical Technology platform Server-based Server-based Multi-tenant SaaS Knowledgebases None None e-holdings, bibliographic Patron interfaces Browser-based Browser-based Browser-based Staff interfaces Graphical Desktop (Java Swing, Windows, Mac OS) Browser-based Browser-based Procurement models Purchase Purchase, license license Hosting option Local install, ASP Local install, ASP Saas Only Interoperability Batch transfer, proprietary API Batch transfer, RESTful APIs, APIs (mostly RESTful) Products SirsiDynix Symphony, Millennium, Polaris Sierra, SirsiDynix Symphony/BLUEcloud, Polaris, Apollo WorldShare Management Services, Alma, ProQuest Intota,
  • 14. Comprehensive Resource Management  Simplify resource management through platform consolidation  ILS + ERM + OpenURL Resolver + Digital Asset management, etc. very inefficient model  Consolidation requires a flexible platform capable of managing multiple type of library materials, multiple metadata formats, with appropriate workflows
  • 15. Library Services Platform  Library-specific software. Technical infrastructure to help libraries automate their internal operations, manage collections, fulfillment requests, and deliver services  Services  Services-oriented architecture  Exposes Web services and other API’s  Facilitates the services libraries offer to their users  Platform  General infrastructure for library automation  Consistent with the concept of Platform as a Service  Library programmers address the APIs of the platform to extend functionality, create connections with other systems, dynamically interact with data
  • 16. Library Services Platforms – Functional  Manages electronic and print formats of materials  Replaces multiple incumbent products  Extensive Metadata Management  Multiple procurement workflows  Knowledgebases  Built-in collection analytics  Decision support for collection development
  • 17. Knowledge bases  Electronic Resource Management based on collective database of the body of e-content rather than library-by-library management  LSP extends knowledge base model to all resources  Make links or associations from local holdings to common bibliographic records  WorldShare Management Services – based on WorldCat Bibliographic records  Ex Libris Alma – includes Community Zone of shared records and resources  Intota: expanded knowledge base that includes MARC and other resources
  • 18. Support for BIBFRAME  New bibliographic framework based on mapping MARC concepts and data into linked data model  No direct support for BIBFRAME in either integrated library systems or library services platforms  Developers are involved in BIBFRAME initiative  Operational implementations will come once the model has stabilized  Current phase of experimental projects and prototypes  Applies differently to discovery versus resource management
  • 19. Library Services Platforms – Technical  Beyond Client/Server Computing  Multi-tenant platforms  Web-based interfaces  Services-oriented architecture  Exposes APIs for extensibility and interoperability  Interoperable
  • 20. Consolidatedindex Unified Presentation LayerSearch: Digital Coll ProQue st EBSCO … JSTOR Other Resourc es New Library Management Model ` API Layer Library Services Platform Learning Managemen t Enterprise Resource Planning Stock Managemen t Self-Check / Automated Return Authenticati on Service Smart Cad / Payment systems
  • 21. Cycle of adoption and deployment  Beginning of a new cycle of transition that will last a decade  Development and beta phase complete  Now in mass deployment phase  Over the course of the next decade, academic libraries will replace their current legacy products with new platforms  Not just a change of technology but a substantial change in the ways that libraries manage their resources and deliver their services
  • 23. Library Services Platform Installations Production installations as of December 2014 Product Installation s Sales Alma 150 370 WorldShare Management Services 270 340 Kuali OLE 2 10 Intota 0 21 Sierra 495 560 Total 917 1316
  • 24. The Evolution of Library Resource Discovery
  • 25. Online Catalog  Books, Journals, and Media at the Title Level  Not in scope:  Articles  Book Chapters  Digital objects  Web site content  Etc. Scope of Search Search: Search Results ILS Data
  • 26. Demise of the local catalog  Many library services platforms do not include the concept of an online catalog dedicated to local physical inventory  Designed for discovery services as public- facing interface  Implication: Discovery service must incorporate detailed functionality for local materials and related services
  • 27. Web-scale Index-based Discovery Search: Digital Collections Web Site Content Institutional Repositorie s … E-Journals Reference Sources Search Results Pre-built harvesting and indexing ConsolidatedIndex ILS Data Aggregated Content packages Usage- generated Data Customer Profile Open Access
  • 28. Bento Box Discovery Model Search: Digital Collections Web Site Content Institutional Repositorie s E-Journals Search Results Pre-built harvesting and indexingConsolidatedIndex ILS Data Aggregated Content packages Open Access VuFind / Blacklight
  • 29. Library Web Presence Integrated Library System Library Web site Subject Guides Article, Databases, E-Book collections Public Interfaces: Presentation Layer
  • 30. Library Perspective  Strategic investments in subscriptions  Strategic investments in Discovery Solutions to provide access to their collections  Expect comprehensive representation of resources in discovery indexes  Problem with access to resources not represented in index  Encourage all publishers to participate and to lower thresholds of technical involvement and clarify the business rules associated with involvement  Need to be able to evaluate the coverage and performance of competing index-based discovery products
  • 31. Challenge for Relevancy  Technically feasible to index hundreds of millions or billions of records through Lucene or SOLR  Difficult to order records in ways that make sense  Expectation that relevancy be neutral relative to content source or publisher  Many fairly equivalent candidates returned for any given query  Must rely on use-based and social factors to improve relevancy rankings
  • 32. Socially-powered discovery  Leverage use data to increase effectiveness of discovery  Usage data can identify important or popular materials to inform relevancy engines  Identify related materials that may not otherwise be uncovered through keyword matching  Be careful to avoid introducing bias loops
  • 33. Management + Discovery?  Discovery and Management solutions will increasingly be implemented as matched sets  Ex Libris: Primo / Alma  ProQuest: Summon / Intota  OCLC: WorldCat Discovery Service / WorldShare Platform  Except: Kuali OLE,  EBSCO Discovery Service: Works with any Resource management system  Both depend on an ecosystem of interrelated knowledge bases  API’s exposed to mix and match, but efficiencies and synergies are lost
  • 34. Discovery Strategy Options  Integrated suite: discovery and management systems from the same provider  Open source discovery + Library Services Platform  VuFind or Blacklight  Discovery layer + ERM with separate ILS for print collection
  • 35. Fully Integrated Strategy  Library services Platform  Index-based discovery service  Integrated link resolution  Shared e-resource knowledgebase  Analytics available from back-end and discovery perspective
  • 36. Split Management / Discovery Strategy  Library Services Platform for management of print and electronic resources  Separate index-based discovery  Knowledge base probably provided through Library Services Platform  Link Resolution separate from Discovery: how to perform smart linking?  Export and sync resource records from management to discovery service  API look-ups for resource availability and status  Patron profile and services request split between discovery and resource management components
  • 37. Business issues  Preferred pricing for product suites  Simplified pathways of support  Implementation and ongoing maintenance of integration layer components and processes
  • 38. Open source and Open Access  Open source development of platform services  Open source infrastructure components  Open APIs to expose platform services  Knowledge base components  Open access  Community maintained  Adequately resourced
  • 39. Open Systems  Achieving openness has risen as the key driver behind library technology strategies  Libraries need to do more with their data  Ability to improve customer experience and operational efficiencies  Demand for Interoperability  Open source – full access to internal program of the application  Open API’s – expose programmatic interfaces to data and functionality
  • 40. Open Source Automation Systems  Koha  smaller public and academic libraries  Used for some consortia (SKLS)  Evergreen  Designed for Library Consortia  Kuali OLE  Designed for large research libraries
  • 42. Library Services Platforms Category WorldShare Managemen t Services Alma Intota Sierra Services Platform Kuali OLE Responsible Organization OCLC. Ex Libris Serials Solutions Innovative Interfaces, Inc Kuali Foundation Key precepts Global network-level approach to management and discovery. Consolidate workflows, unified manageme nt: print, electronic, digital; Hybrid data model Knowledgeb ase driven. Pure multi- tenant SaaS Service- oriented architecture Technology uplift for Millennium ILS. More open source components, consolidated modules and workflows Manage library resources in a format agnostic approach. Integration into the broader academic enterprise infrastructure
  • 43. Development Schedule WorldShare Management Services Alma Intota Sierra Services Platform Kuali OLE General Release in July 2011 ~200 now in production First ARL member in production in June 2014 329 libraries have signed for Alma. Over 250 in production Libraries expected to be in production by late 2015 early to late 2016 336 contracts completed, 495libraries in production Version 1.0 released Dec 2013 Version 2.0 underway Summer 2014 implementations at University of Chicago and Lehigh University
  • 44. OCLC  Non-profit corporation based in Dublin Ohio  $203.5 million revenue 2011/12 fiscal year  Owned and Governed by membership: Board of Trustees, Global and Regional Councils  Pending lawsuit between SkyRiver / Innovative vs OCLC (in limbo since April 2011)  Annual Reports available:  http://www.oclc.org/news/publications/annualrepo rts/2012/2012.pdf
  • 45. OCLC Product Strategy  Leverage WorldCat to power both discovery and management  Leverage values of broad-based resource sharing  Leverage concept of global library community
  • 46. WorldShare Platform  Basis of new suite of management tools for libraries  WorldShare Management Services: displaces basic ILS  WorldShare License Manager: Displaces ERM  WorldShare Metadata Management:  Initial offering involves e-book sets  WorldShare Interlibrary Loan
  • 49. Ex Libris  Positioned to be the largest company in the industry  Formidable competition for Academic Libraries  Global marketing strength  Europe, Asia, North America  Latin American distributor  Longstanding business strategy based on research and development  170 personnel in development out of 512
  • 50. Ex Libris Product Strategy  Legacy ILS remain viable and profitable  Aleph – Many national and large research library installations  Voyager – Many national and academic research  Customer base seeing some erosion to competing systems  Alma developed as replacement for Aleph, Voyager and to attract new academic clients  Academic libraries running non-specialized ILS targets for Alma
  • 51. Alma  Developed specifically for Academic Libraries  Replaces all other strategic infrastructure systems  ILS + Link Resolver + Digital Asset Management + ERM  Paired with Primo and Primo Central  Over 120 institutions signed so far
  • 52. Community Catalog / knowledgebases  Ex Libris has invested in the content resources needed to drive technology products  SFX Global Knowledgebase: Developed and maintained by Ex Libris  See: Knowledge Base and Link Resolver Study http://www.kb.se/dokument/Knowledgebase_linkresolver _study.pdf  A core component of Alma  Bibliographic database component: MARC records available from LC, Harvard, national libraries, Alma implementers.
  • 53. Eventual product consolidation  Alma for resource management  Eventual transition of Voyager and Aleph  Immediate transition of Verde  SFX  DigiTool for digital collections  Primo / Primo Central for Discovery  Rosetta for Preservation  Possible integration into Alma?
  • 56. Primo / Primo Central  Very specialized discovery tool for academic libraries  Local installation or hosted  Libraries load and index local content through customizable pipes  Customized display and indexing policies
  • 57. Primo Central Index  Hosted index of library content resources  Articles, book chapters, e-book collections, specialized research products  Ex Libris established strong publisher relations going back to OpenURL
  • 58. Innovative Interfaces  Continuity of history and product development  Sierra: New Library Services Platform + mature functionality  Encore: Discovery interface  Synergy: Federated search approach to article content  EDS Integration: upcoming index-based discovery
  • 62. Kuali OLE  Enterprise level library services platform  Financial and in-kind contributions from investing institutions  Matched by the Andrew W. Mellon Foundation  Major academic libraries in the US involved as original investing partners  UK: Senate House Library + Bloomsbury Colleges now committed in principal
  • 63. ProQuest  Focus on Academic Libraries  Summon: first Web-scale Discovery Service  Intota: Planned Library Services Platform
  • 64. ProQuest Strategies  Focus on multi-tenant software as a service  Knowledge-base driven products  KnowledgeWorks: drives 360 Core, 360 Resource Manger, 360 Link  Expanded KB will drive Intota  Summon+ 360 Products will drive Intota sales to displace legacy ILS  Intota functionality: less complex approach than ILS model
  • 65. Intota Development Timeline Jun 24, 2014 ProQuest releases foundation version of Intota, providing management of electronic resources. Nov 21, 2013 Initial version of Intota Assessment launched by ProQuest. Jun 22, 2011 Serials Solutions announces strategy to build Web-Scale management solution, later branded as Intota.
  • 66. Intota Components  Summon (no patron account)  Intota Analytics  360 Link  360 Resource Manager > Intota ERM  ProQuest Flow: provides user account capability  Intota v2 – includes print resource management
  • 68. Evergreen  Popular system for state funded initiatives  Georgia Pines  Virginia Evergreen  Indiana Evergreen  Pennsylvania Integrated Library System: SPARKS  Massachusetts: CW/MARS, Bibliomation, Merimack  British Columbia SITKA  North Carolina Cardinal  Vermont: new Catamount project
  • 70. Koha
  • 71. Koha  Traditional ILS developed in Open Source model  Perl / MySQL / Linux  Problems with scaleability  Apache SOLR, Plack added recently  New US contracts going mostly to smaller public and academics
  • 72. Koha  Traditional ILS developed in Open Source model  Perl / MySQL / Linux  Problems with scaleability  Apache SOLR, Plack added recently  New US contracts going mostly to smaller public and academics